Richard Pzena's ELV Position Overview
Richard Pzena (via Pzena Investment Management LLC) currently holds 216.7K shares of Elevance Health, Inc. (ELV) worth $70.02 M, representing 0.23% of the portfolio. First purchased in 2019-Q1, this long-term strategic position has been held for 27 quarters.
Based on 13F filings, Richard Pzena has maintained a strategic position in ELV, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2021, adding 189.5K shares. Largest reduction occurred in Q4 2021, reducing 1.5K shares.
Analysis based on 13F filings available since 2013 Q2
Richard Pzena's Elevance Health (ELV) Holding Value Over Time
Track share changes against reported price movement
Quarterly Elevance Health (ELV) Trades by Richard Pzena
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2019 | +2,830 | New Buy | 2,830 | $286.93 |
| Q2 2019 | -423 | Reduce 14.95% | 2,407 | $282.09 |
| Q3 2019 | +31 | Add 1.29% | 2,438 | $239.95 |
| Q1 2020 | -2,438 | Sold Out | 2,438 | $0.00 |
| Q3 2021 | +191,940 | New Buy | 191,940 | $372.80 |
| Q4 2021 | -1,454 | Reduce 0.76% | 190,486 | $463.54 |
| Q1 2022 | +260 | Add 0.14% | 190,746 | $491.22 |
| Q2 2022 | +1,626 | Add 0.85% | 192,372 | $482.58 |
| Q3 2022 | -380 | Reduce 0.20% | 191,992 | $454.24 |
| Q4 2022 | -292 | Reduce 0.15% | 191,700 | $512.97 |
| Q1 2023 | +163 | Add 0.09% | 191,863 | $459.81 |
| Q2 2023 | +965 | Add 0.50% | 192,828 | $444.29 |
| Q4 2023 | +722 | Add 0.37% | 193,550 | $471.56 |
| Q1 2024 | -331 | Reduce 0.17% | 193,219 | $518.54 |
| Q2 2024 | -964 | Reduce 0.50% | 192,255 | $541.86 |
| Q3 2024 | +113 | Add 0.06% | 192,368 | $520.00 |
| Q4 2024 | +1,629 | Add 0.85% | 193,997 | $368.90 |
| Q1 2025 | +6,983 | Add 3.60% | 200,980 | $434.96 |
| Q2 2025 | +16,296 | Add 8.11% | 217,276 | $388.96 |
| Q3 2025 | -567 | Reduce 0.26% | 216,709 | $323.12 |
Richard Pzena's Elevance Health Investment FAQs
Richard Pzena first purchased Elevance Health, Inc. (ELV) in Q1 2019, acquiring 2,830 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena has held Elevance Health, Inc. (ELV) for 27 quarters since Q1 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena's largest addition to Elevance Health, Inc. (ELV) was in Q3 2021, adding 191,940 shares worth $71.56 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Richard Pzena's firm, Pzena Investment Management LLC, owns 216,709 shares of Elevance Health, Inc. (ELV), valued at approximately $70.02 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Elevance Health, Inc. (ELV) represents approximately 0.23% of Richard Pzena's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena's peak holding in Elevance Health, Inc. (ELV) was 217,276 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.